Independence Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $28.3M | Buy |
303,165
+2,695
| +0.9% | +$252K | 6.08% | 6 |
|
|
2020
Q2 | $28M | Sell |
300,470
-11,163
| -4% | -$1.04M | 6.41% | 6 |
|
|
2020
Q1 | $27.8M | Sell |
311,633
-5,364
| -2% | -$479K | 7.68% | 5 |
|
|
2019
Q4 | $27.6M | Buy |
316,997
+2,937
| +0.9% | +$256K | 6.68% | 6 |
|
|
2019
Q3 | $27.6M | Buy |
314,060
+1,209
| +0.4% | +$106K | 6.73% | 5 |
|
|
2019
Q2 | $27.1M | Buy |
312,851
+6,613
| +2% | +$572K | 6.94% | 5 |
|
|
2019
Q1 | $25.7M | Sell |
306,238
-789
| -0.3% | -$66.2K | 7.23% | 5 |
|
|
2018
Q4 | $25M | Buy |
307,027
+10,977
| +4% | +$892K | 8.3% | 5 |
|
|
2018
Q3 | $23.8M | Buy |
296,050
+9,686
| +3% | +$780K | 7.09% | 5 |
|
|
2018
Q2 | $23.2M | Buy |
286,364
+8,652
| +3% | +$701K | 7.41% | 5 |
|
|
2018
Q1 | $22.7M | Buy |
277,712
+7,214
| +3% | +$590K | 7.49% | 5 |
|
|
2017
Q4 | $22.7M | Buy |
270,498
+15,519
| +6% | +$1.3M | 7.65% | 5 |
|
|
2017
Q3 | $21.6M | Buy |
254,979
+6,477
| +3% | +$548K | 8.6% | 5 |
|
|
2017
Q2 | $21M | Buy |
248,502
+5,396
| +2% | +$456K | 8.36% | 5 |
|
|
2017
Q1 | $20.3M | Buy |
243,106
+8,621
| +4% | +$721K | 8.52% | 5 |
|
|
2016
Q4 | $19.5M | Buy |
234,485
+1,893
| +0.8% | +$157K | 8.57% | 5 |
|
|
2016
Q3 | $20.4M | Buy |
232,592
+3,663
| +2% | +$321K | 9.58% | 5 |
|
|
2016
Q2 | $20.2M | Buy |
+228,929
| New | +$20.2M | 10.59% | 5 |
|